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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,255 | $208,088-97.0% | $186,193-96.6% | $154,746-96.0% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.1%-2.1pp | 80.7%-5.7pp |
| Annual return | 11.82% | 89.97%-78.2pp | 78.03%-66.2pp | 172.34%-160.5pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,755 | $7,078-61.1% | $6,513-57.7% | $6,730-59.1% |
| Admin fee / account holder | $9,066 | $11,698-22.5% | $11,058-18.0% | $14,365-36.9% |